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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ellenbecker Investment Group Inc
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|---|---|
| CRD # | 173851 |
| SEC # | 801-80600 |
| CIK # | 0001731497 |
| AUM | $1.7 B (2025-03-25) |
| Employees | 42 (31% Investors, 0% Brokers) |
| Phone | 262-691-3200 |
| Address | N21 W23350 Ridgeview Parkway Waukesha, WI 53188 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Microsoft Corp | 5.8 | ||
| Philip Morris International Inc | 4.2 | ||
| Nvidia Corp | 3.4 | ||
| Fiserv Inc | 3.1 | ||
| Wisconsin Energy Corp | 2.1 | ||
| Altria Group Inc | 2.0 | ||
| Amazon Com Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,563 | 488.8 |
| (b) Individuals (high net worth individuals) | 581 | 1,238.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,152 | 1,731.3 |
| By Discretionary | ||
| Discretionary | 2,149 | 1,730.6 |
| Non-Discretionary | 3 | 0.7 |
| Total | 2,152 | 1,731.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,731.3 | |
| Total | 2,152 | 1,731.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731497] |
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|---|---|---|
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VA | 1.7 |
|
Twelve Points Wealth Management LLC
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